See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07032 | Advisory (Plan) | $55,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,088 | $50,815+266.2% | $155,509+19.7% | $77,643+139.7% |
| Participation rate | 87.6% | 63.1%+24.5pp | 78.2%+9.4pp | 70.6%+17.0pp |
| Annual return | 14.56% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $12,377 | $1,993+521.1% | $4,672+164.9% | $2,726+354.1% |
| Participant deferral / active EE | $12,285 | $2,822+335.3% | $5,626+118.3% | $4,647+164.3% |
| Admin fee / account holder | $268 | $437-38.7% | $15,912-98.3% | $430-37.8% |